Modernizer – Step by Step

Modernizer – Step by Step

Overview

For instructions on how to install the Modernizer app for SharePoint Online, please refer to section Installing the Modernizer app of this document.

  1. Once installed in to SharePoint, Modernizer is added to your WIKI and Publishing pages library and is set to display for users with edit permissions.
  2. Go to the pages library containing the classic page content you wish to Modernize. The first time after the install, you will need to login and register with Qualitem.  Select the Modernizer button from the library menu.

Please note: The Modernize button only displays if the library is set to Modern or New experience. To set the library to Modern, go to the cog menu

Library settings | Advanced Settings | List experience | New experience. This will force the library to view in Modern experience and the Modernizer button should now be active.

  1. Modernizer will attempt to log you in the first time, if redirected to login page, select, Sign in with Microsoft and continue.

Modernizer will log you in the first time and thereafter you should not require a login.

  1. Complete the user registration screen if you are the first user within your organisation to register.

Please note: The first person to register with Modernizer will accept the terms and conditions for use of the Modernizer product.   Every subsequent user of Modernizer is automatically registered thereafter.

  1. Once the initial registration process completes, Modernizer will return you to the SharePoint library and you may continue to Modernize classic content.
  2. Select one or many classic pages from your WIKI or Publishing library, select the Modernizer button.
  3. The Modernizer panel will load; you now have many settings available.

Installing the Modernizer app

If you have yet to install the Modernizer app, you have two options.

  1. SPFXhub.com, search for the Modernizer for SharePoint package and download or install.  Follow the prompts to complete the install.
  2. Download app package file. If you downloaded the app package previously, go to you SharePoint Online tenancy (the site URL will be something like {tenant URL}/sites/apps), go to the SharePoint App catalog library and upload the app file.

Please note: You will need to have Site Collection Admin privileges to install the app.

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